How To Default Sage 100 ERP Reports To Today’s Date

We had modified an existing Aged Invoice report for a customer on v4.3. Saved it as report format “CUSTOM”.

They noticed that while their “STANDARD” report would automatically default to today’s date — the CUSTOM one that we created and saved under the new CUSTOM name would not.

Turns out this was discussed on the forums about two years ago. It’s a WAD — unless you use this undocumented trick.

You saved a set of alternate Report Settings for the A/R Aged Invoice Report under some name other than STANDARD.

This unfortunately included the Aging Date report option, so now it always wants to age the invoices as of that same date every time, and this is annoying.

You want it to default the Aging Date the same way that it does with the STANDARD Report Settings.

Important Note: Before making changes to any data files be sure you have a backup copy!

Try These Steps:

Open SY_ReportOption table in DFDM.

Find the record for the AR_AGEDINVOICEREPORT_UI in your company that has the name of your Report Settings on it.

Edit the OptionsString$. Add ; to the end of it. (That looks like an HTML tag, and your browser might’ve tried to render it, so I will spell it out for you. It’s semicolon, less than, capital R, capital T, greater than. No spaces anywhere.)

Done.

If you browse over to the record for the STANDARD Report Settings, you’ll see that it already has this interesting little bit on the end of its OptionsString$ too. It’s the magic signal that tells the report code to go default some things (like date options) in a smart way instead of just reading them out of this file. The details of exactly what this little token means will vary from report to report.

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About Wayne Schulz

Wayne Schulz is a Sage 100 Consultant located in Connecticut. He has worked with Sage 100 and Sage 100cloud ( Formerly Sage MAS 90 and MAS 200) since 1986 and provides advanced Sage 100 technical support to companies located in Connecticut, Massachusetts, Rhode Island, New York and throughout the United States. If you are experiencing an issue with Sage 100, and would like to schedule a support session - please request assistance here or call 833-724-3100.

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